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Forest Hampton Suber

Concourse Financial Group Securities, Inc.

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About Forest Hampton Suber

Forest Hampton Suber is a financial professional with over 26 years of experience in the financial services industry. Forest is currently a Registered Representative for Concourse Financial Group Securities, Inc. in Birmingham, Alabama. Forest has also held previous positions at BBVA Securities Inc, BBVA Compass Investment Solutions, Inc, MetLife Securities Inc, and Metropolitan Life Insurance Company. Forest has a strong background in financial planning and investment management. Forest is committed to providing clients with personalized financial advice and services to help them achieve their financial goals.

Firm Information

Forest Suber is currently registered with Concourse Financial Group Securities, Inc.. Concourse Financial Group Securities, Inc. is a corporation formed in July 1984 and headquartered in Birmingham, Alabama. The firm provides financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and wrap fee programs. It manages approximately $4.37 billion in assets for a variety of client types, including high-net-worth individuals, corporations, and individuals other than high-net-worth. Concourse Financial Group Securities, Inc. is registered with the SEC and in all 50 states and the District of Columbia.
Concourse Financial Group Securities, Inc.

2801 HIGHWAY 280 SOUTH

BIRMINGHAM, AL 35223

$4.37B

Assets Under Management

109

Total Clients

429

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Forest Suber’s Registration & Firm History

AL

09/08/2021 - Present

Concourse Financial Group Securities, Inc. (Birmingham AL)

AL

05/16/2013 - 08/23/2021

BBVA SECURITIES INC. (ATHENS AL)

AL

08/17/1999 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (HUNTSVILLE AL)

MA

06/10/1991 - 07/07/1995

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/10/1991 - 07/07/1995

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/31/2003

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/24/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/16/1999

Series 7 - General Securities Representative Examination

BC

Issued 06/06/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Forest Hampton Suber.
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